Sundaram Consumption Fund Direct Plan - Growth Option
Equity
Direct
Equity - Consumption
NAV: ₹ 88.08 as on 18-04-2024
Fund Performance
288 people have invested ₹ 22.5L in Sundaram Consumption Fund Direct Plan - Growth Option in the last three months
Mutual Fund Insights
Over the last 3 months, this fund has experienced a 2.1% drop in AUM moving from 1.39K Cr to 1.36K Cr.
In the last 1 year, Tata India Consumer Fund Direct Growth has given 43.6% return, outperforming this fund by 7.24%.
This fund has one of the lowest expense ratio in the category (equity - consumption). Its expense ratio is 1.26% which is lower than the category average expense ratio of 1.47%.
In the last 5 years, Nippon India Consumption Fund - Direct Plan - Growth Plan has given 22.4% return, outperforming this fund by 7.29% per annum.
In the last 3 years, SBI Consumption Opportunities Fund Direct Plan Growth has given 26.88% return, outperforming this fund by 7.08% per annum.
INDmoney Rank of Sundaram Consumption Fund Direct Plan - Growth Option
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IND ranking is not available for this fund.
Pros
Beats FD returns for both 3Y & 5Y duration
Cons
5Y returns in the bottom 25% of the category
3Y returns in the bottom 25% of the category
About the Sundaram Consumption Fund Direct Plan - Growth Option
Sundaram Consumption Fund Direct Plan - Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ratish Varier, Ashish Aggarwal. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Consumption Fund Direct Plan - Growth Option has ₹1365 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
- The fund has an expense ratio 1.3.
Sundaram Consumption Fund Direct Plan - Growth Option Overview
 | 1.26% |
 Benchmark | S&P BSE 500 India TR INR |
 | ₹1365 Cr |
 | 1 January, 2013 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 56.77% |
Sundaram Consumption Fund Direct Plan - Growth Option Distribution as on (31-Mar-24)
Size breakup
Large cap
65%
Small cap
24.8%
Mid cap
8.4%
Sector Allocation
Consumer Cyclical
41.4%
Consumer Defensive
34.8%
Communication
11%
Basic Materials
4.2%
Health
3.1%
Financial Services
2.9%
Real Estate
2%
Tech
0.7%
Top Holdings of Sundaram Consumption Fund Direct Plan - Growth Option as on (31-Mar-24)
Equity Holdings35
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 ITC Ltd | 8.9% | 22.1% | |
 Bharti Airtel Ltd | 8.13% | 9.5% | |
 Kalyan Jewellers India Ltd | 7.15% | 0% | |
 Hindustan Unilever Ltd | 7.1% | 5.2% | |
 Titan Co Ltd | 6.78% | 0% |
See all
Sundaram Consumption Fund Direct Plan - Growth Option: Monthly Changes Updates
All changes are between Jan'24 and Mar'24
Fund Performance
- This fund’s returns stands at 0.90% whereas the fund’s underlying benchmark Nifty 500 returns stands at -0.47% as on Mar'24
- This fund outperformed Nifty 500 by 1.37% in Mar'24
AUM Change
- AUM of the fund stands at 1.4K Cr as of Mar'24
- AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes
Gainers & Losers in Sundaram Consumption Fund Direct Plan - Growth Option portfolio Returns for the month of Mar
Top Growth Drivers | 1M Return |
|---|---|
Kalyan Jewellers India Ltd | 9.7% |
 Bharti Airtel Ltd | 4.9% |
 ITC Ltd | 1.8% |
Peer Analysis
Sundaram Consumption Fund Direct Plan - Growth Option Fund Manager
Ratish Varier
Fund Manager of Sundaram Consumption Fund Direct Plan - Growth Option, since 1 January 2022
Top funds managed
Ashish Aggarwal
Fund Manager of Sundaram Consumption Fund Direct Plan - Growth Option, since 1 January 2022
Top funds managed
Sundaram Consumption Fund Direct Plan - Growth Option Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 15.57% since inception which is more than its category average return of 15.36%
Fund Allocations
This fund has an allocation of 98.17% in Equity, 0% in Debt and 1.83% in Cash related instruments
AUM size ₹1365 Cr
This fund has AUM of ₹1365 Cr which is less than its category average of ₹ 1377 Cr
Expense Ratio 1.26%
This fund has an expense ratio of 1.26% which is less than its category average expense ratio of 1.5%
Frequently Asked Questions
The current NAV of Sundaram Consumption Fund Direct Plan - Growth Option is ₹88.08 as on 18-Apr-2024.
Existing (Absolute + CAGR) as on 18-Apr-2024.
Sundaram Consumption Fund Direct Plan - Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 3.77% | 3.77% |
6 Month Returns | 8.51% | 8.51% |
1 Year Returns | 36.36% | 36.36% |
3 Years Returns | 71.94% | 19.8% |
5 Years Returns | 102.09% | 15.11% |
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1.26% as on March 2024
₹1365 Cr as on March 2024
ITC Ltd(8.9%), Bharti Airtel Ltd(8.13%), Kalyan Jewellers India Ltd(7.15%), Hindustan Unilever Ltd(7.1%), Titan Co Ltd(6.78%) as on March 2024
Consumer Cyclical(40.64%), Consumer Defensive(34.15%), Communication(10.81%) as on March 2024
The alpha ratio for the Sundaram Consumption Fund Direct Plan - Growth Option for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Consumption Fund Direct Plan - Growth Option | 8.9 | 1.55 | -1.69 |
As on March 2024
The alpha for Sundaram Consumption Fund Direct Plan - Growth Option is calculated against S&P BSE 500 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Sundaram Consumption Fund Direct Plan - Growth Option for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Consumption Fund Direct Plan - Growth Option | 0.6 | 0.79 | 1.03 |
As on March 2024
The Beta for Sundaram Consumption Fund Direct Plan - Growth Option is calculated with S&P BSE 500 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Sundaram Consumption Fund Direct Plan - Growth Option for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Consumption Fund Direct Plan - Growth Option | 3.07 | 1.08 | 0.6 |
As on March 2024
The sharpe ratio for Sundaram Consumption Fund Direct Plan - Growth Option is calculated with S&P BSE 500 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Sundaram Consumption Fund Direct Plan - Growth Option for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Consumption Fund Direct Plan - Growth Option | 8.68 | 12.03 | 18.03 |
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 2.45 as on March 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Ratish Varier, Ashish Aggarwal are the fund managers of Sundaram Consumption Fund Direct Plan - Growth Option
The Exit load of Sundaram Consumption Fund Direct Plan - Growth Option is 1%